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Tax Planning and Preparation

The foundation of tax expertise at Gelman, Rosenberg & Freedman is personal attention. Every client benefits from our attentive experts who listen closely to learn more about your particular tax situation. With that information, we apply our knowledge of current tax law to minimize tax liabilities and ensure that you benefit from every option to save. When it comes to tax planning and preparation, you need someone to help identify and take advantage of a full range of tax-saving strategies.

Our tax services include planning and preparation for:

We follow changes in tax laws throughout the year and alert you to developments that could have a significant impact on your finances. We will also represent you in the event of an IRS audit.

Jackie’s leadership allowed me to stay focused when faced with an audit a month after returning from extended leave. She stays in contact with me throughout the year and responds immediately to any questions … I am always impressed by the quick turnaround time. Our audit always goes smoothly.

Feng Zhang |  Finance Manager
The Arc of the United States